# Springline Advisory, LLC
*Also known as Springline*

- Website: https://www.mnadvisors.com
- Location: Overland Park, KS, United States
- Agent profile: https://directory.haycion.ai/agents/mnadvisors-com

> National middle-market advisory firm delivering accounting, tax, assurance, and advisory services with local teams and a national network.

Springline Advisory, LLC, formerly MarksNelson Advisory, is a professional services firm offering accounting, tax, assurance, and business advisory services to middle-market organizations. As part of a national advisory platform, Springline combines local, partner-led client service with access to broad resources, technical depth, and best practices across a nationwide network through the BDO Alliance USA. The firm serves clients across real estate, manufacturing, construction, insurance, and professional services industries, delivering tailored solutions including financial due diligence, incentives advisory, location strategies, and enterprise resource solutions, supported by data-driven insights and practical planning. Springline emphasizes collaborative, credible guidance designed to help owners and executives manage risk, optimize performance, and pursue growth. The organization highlights a culture of commitment, curiosity, excellence, and vigilance, and emphasizes ongoing professional development, client service, and integrity. While rooted in a regional market, Springline’s affiliation with a global network provides access to broad industry knowledge, resources, and subject-matter expertise to serve complex, multi-location clients.

**Mission:** To deliver trusted accounting, tax, assurance, and advisory services to middle-market clients through a national platform and local teams, helping them grow, manage risk, and enhance performance.

## Products & Services

### [Accounting Services](https://www.mnadvisors.com/services/accounting)
*Service*
Optimize financial management with expert accounting services tailored to your needs.

- **Financial Statements and Reporting** — Ensure Accurate Reporting
- **Outsourced CFO and Controller Services** — Gain Strategic Leadership
- **Cash Flow Analysis** — Optimize Cash Flow
- **Outsourced Accounting** — Streamline Financial Management
- **Internal Controls and Asset Tracking** — Strengthen Governance
- **Budgeting Assistance** — Enhance Financial Planning

### [AI Services](https://www.mnadvisors.com/services/ai)
*Service*
Enhance organizational efficiency with tailored AI solutions and guidance.

- **Azure-Based AI Solutions** — Deploy Scalable AI Solutions
- **AI-Powered Document Search** — Improve Information Retrieval
- **AI Integration Support** — Seamlessly Integrate AI Solutions
- **AI Governance Support** — Ensure Data Compliance
- **AI Use-Case Discovery** — Discover AI Applications
- **Custom AI Deployments** — Tailor AI to Client Needs

### [Assurance Services](https://www.mnadvisors.com/services/assurance)
*Service*
Provides reliable assurance services to enhance compliance and decision-making.

- **Cost Certification Services** — Ensure Program Compliance
- **Employee Benefit Plan Audits** — Verify Compliance
- **HUD Audits** — Support Housing Compliance
- **Independent Assurance** — Provide Reliable Reporting

### [Economic Development Services](https://www.mnadvisors.com/services/economic-development)
*Service*
Navigate complex economic development processes with tailored advisory and financial expertise.

- **Incentive Negotiations** — Maximize Incentive Value
- **Location Strategy** — Enhance Site Selection Success
- **Economic Modeling and Scenario Planning** — Facilitate Informed Decisions
- **Regulatory Compliance Coaching** — Navigate Complex Regulations
- **Strategic Planning Alignment** — Achieve Development Objectives
- **Community Engagement Support** — Build Local Support

### [Enterprise Resource Solutions](https://www.mnadvisors.com/services/enterprise)
*Service*
Maximize operational efficiency and integration through tailored ERP advisory services.

- **ERP Planning and Optimization** — Streamline Operations
- **Data Reporting Guidance** — Increase Data Visibility
- **Change Management for ERP** — Facilitate Smooth Transitions
- **Risk and Control Advisory** — Mitigate Risks Effectively
- **Process Improvement** — Enhance Business Processes

### [Financial Due Diligence](https://www.mnadvisors.com/services/financial-due-diligence)
*Service*
Ensure informed transaction decisions with comprehensive financial and risk analysis.

- **Quality of Earnings** — Enhance Earnings Transparency
- **Target Financial Analysis** — Drive Informed Decisions
- **Risk Assessment** — Minimize Financial Risks
- **Synergy Estimation** — Maximize Value Creation
- **Industry Benchmarking** — Identify Competitive Position

### [Incentives Advisory](https://www.mnadvisors.com/services/incentives)
*Service*
Maximize benefits from incentives and tax credits tailored to business needs.

- **Incentive Program Identification** — Identify Relevant Incentives
- **Program Design and Negotiations** — Customize Incentive Packages
- **Foreign Trade Zone Advisory** — Guide Business Import Processes
- **Opportunity Zone Advisory** — Leverage Tax Benefits
- **Multi-State Coordination** — Streamline Multi-State Operations

### [Insurance Forensic Accounting](https://www.mnadvisors.com/services/forensic-accounting)
*Service*
Provides expert forensic accounting to support insurance claims and investigations.

- **Insurance Forensic Engagements** — Validates Claims Effectively
- **Complex Project Management** — Manages Complex Insurance Projects
- **Forensic Accounting Assignment Forms** — Streamlines Engagement Processes
- **Expert Witness Capabilities** — Provides Expert Witness Testimony

### [Litigation Support Services](https://www.mnadvisors.com/services/litigation)
*Service*
Provides expert financial analysis and support for litigation cases.

- **Economic Damages Analysis** — Calculate Economic Damages
- **Forensic Accounting in Litigation** — Investigate Financial Conditions
- **Litigation Support Services** — Deliver Expert Testimony

### [Location Strategies](https://www.mnadvisors.com/services/location-strategies)
*Service*
Expertise in optimizing location decisions for enhanced project outcomes.

- **Financial Modeling** — Develop Financial Models
- **Incentive Negotiations** — Negotiate Incentives
- **Market Demand Studies** — Conduct Market Studies
- **Site Assessments and Scenario Planning** — Execute Site Assessments
- **Economic Development Modeling** — Create Economic Models

### [Wealth Management Services](https://mnwealthadvisors.com)
*Service*
Expert Guidance for Wealth Management and Financial Planning.

- **Financial Planning** — Enhance Your Financial Future
- **Investment Advisory** — Maximize Investment Returns
- **Retirement Planning** — Secure a Comfortable Retirement
- **Wealth Management for Multi-Location Clients** — Streamline Wealth Management

### [Succession Planning](https://www.mnadvisors.com/services/succession-planning)
*Service*
Ensure leadership continuity and business stability during ownership transitions.

- **Leadership Continuity** — Facilitates Seamless Leadership Transition
- **Succession Strategy Development** — Craft Custom Succession Plans
- **Transition Planning** — Establish Governance Structures
- **Financial and Tax Planning** — Optimize Tax Efficiency
- **Employee Retention Strategies** — Enhance Employee Morale and Loyalty

### [Tax Services](https://www.mnadvisors.com/services/tax)
*Service*
Tailored tax services that optimize compliance and expand financial benefits for individuals and businesses.

- **Tax Planning and Preparation** — Ensure Compliance and Reduce Liabilities
- **International Tax** — Navigate Global Tax Landscapes
- **Cost Segregation** — Maximize Tax Deductions
- **Estate & Trust** — Simplify Estate Management
- **New Markets Tax Credits** — Leverage Investment Opportunities
- **Property Tax** — Optimize Property Tax Expenses

### [Technology Solutions](https://www.mnadvisors.com/services/technology)
*Service*
Empowering businesses with tailored technology solutions and strategic guidance.

- **Fractional CTO Services** — Access Expert Technology Leadership.
- **Data Analytics** — Enhance Decision-Making.
- **Technology Consulting** — Transform Business Operations.
- **Industry-Focused Solutions** — Tailored Technology Solutions.
- **Custom Software Development** — Build Bespoke Applications.

### [Valuation Services](https://www.mnadvisors.com/services/valuation)
*Service*
Expert valuation services to assess business worth and support informed financial decisions.

- **Business Valuation** — Deliver Accurate Business Insights
- **Valuation Modeling** — Facilitate Data-Driven Decisions
- **Transaction Support** — Streamline Transaction Processes
- **Governance Assistance** — Enhance Corporate Governance

## Market Segments

- **Outsourced Finance and Accounting** (market size $59.0B, CAGR 7.78%): Execution and governance of core finance operations including accounting system setup, monthly close, internal controls, cash management, and financial reporting for organizations that outsource or augment finance teams.
- **Tax advisory and compliance** (market size $45.2B, CAGR 6%): Tax planning, compliance, credits and incentives, international tax, and tax controversy services for enterprise and private clients.
- **Transaction advisory and valuation** (market size $29.3B, CAGR 4%): Services that support M&A and corporate transactions including due diligence, valuation, forensic accounting, ESOP advisory, post‑acquisition integration and public company readiness.
- **Incentives and economic development advisory** (market size $2.4B, CAGR 4%): Advisory for incentive identification and negotiations, economic development strategy, location planning, financial and economic modeling, and multi‑state coordination to optimize project economics.
- **Data and analytics advisory** (market size $60.0B, CAGR 4.75%): Services that design and deliver analytics, data strategy, AI-enabled insights, and data governance to inform decision-making and operationalize data across the organization.